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Pull out the substance of this filing.

What was filed

  • 118

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VII EI
  • Part VIII B3
  • Pant VIII #4
  • Pant VII #4
  • Pan VII] #5
  • Part VIII #5
  • Part VIII #6
  • Pant VIII #6 !
  • Pan VIII 47
  • Pennsylvania Bar Insurance Fund & Trust - See Pan VIII - #1

As filed

US Allianz Allerity annuity — None

National Pena Bancshares. Inc. - common sock — Int/Div

Sovercign Bancorp Inc. - common slock — Int/Div — Part VII EI

Ciubank NA Bank Deposit Program — Interest

Citihank NA South Dakota Bank Deposit Program — Interest

Banco Santander S.A - common stock — Int/Div — Part VIII B3

IRA - accoum #1A — Int/Div

Citibank. NA South Dakota Bank Deposit Program — Interest

Conocophillips - cornmon stock — Int/Div

Exxon Mobil Corp - comnmon stock — Int/Div

Johnson & Johnson - common stock — Int/Div

Kraft Foods Inc CIA — Int/Div

Sovereign Bancorp Inc - common stock — Int/Div — Pant VIII #4

Banco Santander S. A. - common stock — Int/Div — Pant VII #4

Wachovia Corp 2nd New Com - common stock — Int/Div — Pan VII] #5

Wells Fargo & Co New - common stock — Int/Div — Part VIII #5

Pcpsico Inc. NC - common stock — Int/Div

Huaneng Power Ini] SP ADR - common stock — Int/Div

Covidien Lid - common stock — Int/Div

Philip Moms Intl Inc - common stock — Int/Div

Altria Group Inc - cornmon stock — Int/Div

IRA - account #2A — Int/Div

Ciubank, NA South Dakota Bank Deposit Fund — Interest

Apache Corp - common stock — Int/Div

Conocophillips - common stock — Int/Div

Drill-Quip Inc - common stock — Int/Div

Johnson & Johnson - common stock — Int/Div

Kraft Foods Inc Ct A — Int/Div

Sovereign Bancorp Inc - common stock — Int/Div — Part VIII #6

Banco Santander S.A. - cominon stock — Int/Div — Pant VIII #6 !

Tyco International Lid New - common stock — Int/Div

Wachovia Corp 2nd New Com - cominon stock — Int/Div — Pan VIII 47

Wells Fargo & Co New - common stock — Int/Div — Pan VIII 47

Huaneng Power Intl SP ADR - common stock — Int/Div

Pepsico Inc. NC - common stock — Int/Div

Altria Group Inc. - common stock — Int/Div

Covidien Lid - common stock — Int/Div

Tyco Electronics Lid - common stock — Int/Div

Philip Morris Intl Inc - common stock — Int/Div

Inherited IRA - account ¥3 — Int/Div

Schwab Moncey Market Fund — Interest

General Electric - common stock — Int/Div — Sold

Genera) Electric - common stock — Int/Div

Concophillips - common stock — Int/Div — Sold

Johnson and Johnson - common stock — Int/Div — Sold

AT&T Inc. - common stock — Int/Div

A T&T Inc. - common stock — Int/Div — Buy (add'l)

Hanford Financial Services Group common stock — Int/Div — Sold

Hanford Financial Services Group common stock — Int/Div — Sold

Hanford Financial Services Group common stock — Int/Div — Sold

Hanford Financial Services Group common stock — Int/Div — Sold

Noble Corp - common stock — Int/Div — Buy (add'l)

Noble Corp - common — Int/Div — pan)

Noble Corp - common stock — Int/Div — Buy (add'l)

Noble Corp - common — Int/Div — Buy (add'l)

Abbott Laboratorics - common stock — Int/Div

Abbot Laboratories «- common stock — Int/Div — Buy (add'l)

Hams Corp - common stock — Int/Div — Sold

Hewlett-Packard Co - common stock — Int/Div — Buy (add'l)

Hewlett-Packard Co - common stock — Int/Div — Buy (add'l)

J P Morgan Chase & Co - common stock — Int/Div — Sold

J P Morgan Chase & Co - common stock — Int/Div — Sold

Terex Corp - common siock — Int/Div — Sold

Terex Corp - common stock — Int/Div — Sold

Terex Corp - common stock — Int/Div — Sold

Aluia Group Inc - common stock — Int/Div

Coming Inc - common stock — Int/Div — Buy (add'l)

McDonalds Corp - common stock — Int/Div — Buy (add'l)

McDonalds Corp - common — Int/Div — Buy (add'l)

McDonalds Corp - common — Int/Div — Buy (add'l)

McDonalds Corp - common — Int/Div — Buy (add'l)

Petroleo Brusilciro SA ADR - common stock — Int/Div — Sold

Pctrolco Brasileiro SA ADR - common stock — Int/Div — Sold

Pctrolco Brasileiro SA ADR - common stock — Int/Div — Sold

Verizon Communisations - common stock — Int/Div

Amgen - common — Int/Div — Buy

Awwood Oceanics Inc - common — Int/Div — Buy

Bally Technologies Inc - common — Int/Div — Buy

Bally Technologies Inc - common — Int/Div — Sold

Bally Technologies [nc - common — Int/Div — Buy

Bally Technologics Inc - common — Int/Div — Sold

Becton Dickinson & Co - comman — Int/Div — Buy

BPPLC-common — Int/Div — Buy

Bristol-Myers Squibb - common — Int/Div — Buy

Bristol-Myers Squibb - common — Int/Div — Buy

Centurytel Inc - common — Int/Div — Buy

Cecntunytel Inc - common — Int/Div — Buy

Diamond Offshore Drilling inc - common — Int/Div — Buy

Express Scripts Inc - common — Int/Div — Sold

Express Scripts Inc - common — Int/Div — Buy

1Shares FTSE/Xinhua China — Int/Div — Buy

IShares FTSE/Xinhua China — Int/Div — Buy

Shares FTSE/Xinhua China — Int/Div — Buy

1Shares FTSE/Xinhua China — Int/Div — Buy

I!Sharcs MSCI Brazil — Int/Div — Buy

1Shares MSCI Brazil — Int/Div — Sold

1Shares MSCI Brazi! — Int/Div — Buy

ISharcs MSC) Brazil — Int/Div — Sold

1Sharcs MSC! Brazil — Int/Div — Buy

I1Shares MSC! Brazil — Int/Div — Sold

IShares MSCI Pacific Ex Japun — Int/Div — Buy

iShares MSC) Pacific Ex Japan — Int/Div — Buy

1Shares MSCI Pacific Ex Japan — Int/Div — Buy

Marathon Oil Corp - common — Int/Div — Buy

Nuance Communications Inc - common — Int/Div — Buy

Pepsico Inc - commen — Int/Div — Buy

Pepsico Inc - common — Int/Div — Sold

Royal DutchShell PLC - common — Int/Div — Buy

The Mosaic Co - common — Int/Div — Buy

Total Fina SA Spon ADR — Int/Div — Buy

Transocean Ltd - common — Int/Div — Buy

Waste Management Inc - common — Int/Div — Buy

Waste Management Inc - common — Int/Div — Buy

Whirlpool Corp - common — Int/Div — Buy

Sovereign Bank . account — Interest

AXA Equitable - whole hfe policy — Int/Div

AXA Equitable - whole lifc policy — Int/Div

MetLife - flexidle premium life policy — Interest

Trustee, Pennsylvania Bar Insurance Fund & Trust - See Pan VIII - #1

Agreement — 2009 — Masano Bradley, LLP - purchase agreement of law [um interest. It is a five (S) year contract. See Pant VIII - #2

1) Part I, Page |. Line #1 - Uncompensated 10 serve as one of several Trustees ofa Trust Fund of the Pennsylvania Bar Association to promote education and

charitable purposes associated with the legal profession and the administration of justice, with particular reference 10 the promotion of such purposes in che

Commonealth of Pennsylvania.

2). Part 11, Page I, Line #1 - The Agreement provides for monthly payments of $11,777.35 over the remaining term of the Agreement. The Agreement began on

July 1. 2006 snd will terminate on July 1, 2011.

3). Pant VII, Page 4, Lincs #3 & #9 - Sovereign Bancorp Inc. common shares were converted by merger to Banco Santander S.A. common shares on February 4,

2009. After the merger, aid sharcs listed on line #3 were then transferred to Brokerage Account #1 and are now listed on Line #9,

4). Pant VII, Page 5. Lincs #18 & #19 - Sovereign Bancarp Inc. common shares were converted by merger to Banco Santander S.A. common shares on February 4,

2009 and arc now listed on Line £19.

5). Pant Vii, Page S, Lincs #21 & #22 - Wachovia Corp 2nd New Com common shares were converted by merger to Wells Fargo & Co New common shares on

January 2, 2009 and arc now listed on Linc #22.

6). Part VII, Page 6. Lincs #36 & #37 - Sovereign Bancorp Inc. common shares were converted by merger 1o Banco Santander S.A. common shares on February 4,

2009 and are now fisted on Line #37.

7). Pant VII, Page 6. Lines #39 & 440 - Wachovia Corp 2nd New Com common shares were converted by merger to Wells Fargo & Co New common shares on

January 2. 2009 and are now listed on Line #40.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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